DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $158M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
36
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.82M
2
BI
Bulldog Investors
New Jersey
+$2.46M
3
AC
Almitas Capital
California
+$1.3M
4
WA
Whitebox Advisors
Minnesota
+$790K
5
Wells Fargo
Wells Fargo
California
+$763K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$943K
2
AA
AQR Arbitrage
Connecticut
-$714K
3
VanEck Associates
VanEck Associates
New York
-$482K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$291K
5
SIA
Sit Investment Associates
Minnesota
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1
Nuveen LLC
North Carolina
$29M +$29M +328,153 New
SCM
2
Saba Capital Management
New York
$24.5M +$710K +122,966 +3%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$18.5M +$3.82M +643,228 +26%
BI
4
Bulldog Investors
New Jersey
$14.6M +$2.46M +426,066 +20%
RCM
5
Rivernorth Capital Management
Florida
$8.75M -$110K -19,123 -1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$6.55M -$56.4K -9,775 -0.9%
GC
7
Guggenheim Capital
Illinois
$5.09M -$154K -26,758 -3%
AC
8
Almitas Capital
California
$4.91M +$1.3M +225,626 +36%
WA
9
Whitebox Advisors
Minnesota
$4.37M +$790K +136,853 +22%
LPL Financial
10
LPL Financial
California
$4.11M +$278K +48,150 +7%
Wells Fargo
11
Wells Fargo
California
$3.83M +$763K +132,260 +25%
SIA
12
Sit Investment Associates
Minnesota
$2.73M -$260K -45,075 -9%
Morgan Stanley
13
Morgan Stanley
New York
$2.57M -$943K -163,475 -27%
LSC
14
Logan Stone Capital
Illinois
$2.18M -$140K -24,253 -6%
AAM
15
Advisors Asset Management
Colorado
$2.04M +$590K +102,237 +41%
VanEck Associates
16
VanEck Associates
New York
$1.94M -$482K -83,542 -20%
CIA
17
Capital Investment Advisors
Georgia
$1.67M -$59.8K -10,358 -3%
Capstone Investment Advisors
18
Capstone Investment Advisors
New York
$1.08M +$219K +37,965 +25%
1CP
19
1607 Capital Partners
Virginia
$1.06M – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.01M +$6.54K +1,134 +0.7%
ACA
21
Ackerman Capital Advisors
Texas
$992K +$140K +24,342 +16%
PAS
22
Park Avenue Securities
New York
$918K -$17K -2,953 -2%
RP
23
Riverbridge Partners
Minnesota
$883K +$138K +23,933 +19%
NWMP
24
Noble Wealth Management PBC
Colorado
$785K -$32.6K -5,650 -4%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$737K +$118K +20,451 +19%
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